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Marin Katusa

 
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  • The New Normal For Oil?
    Wed, Jan. 14 33 Comments

    Summary

    • The current oil contango leads to plenty of demand for storage of that extra oil production.
    • Abundance of stored crude has pushed the current spot price of crude oil toward five-year lows.
    • When in contango, a guaranteed result is an increase in demand for cheap storage of the commodity.
  • Make No Mistake, The Oil Slump Is Going To Hurt The U.S. Too
    Dec. 24, 2014 OIL, CRUD, USO 25 Comments

    Summary

    • Many of the jobs the US energy boom has created in the last few years are now at risk.
    • Their loss could drag the economy into a recession.
    • The Saudis could very well succeed in making a big portion of US and Canadian oil production disappear.
  • The Looming Uranium Crisis: Strategic Implications For The Colder War
    Nov. 17, 2014 URA 11 Comments

    Summary

    • Many countries without nuclear power soon will build their first reactors, including Turkey, Kazakhstan, Indonesia, Vietnam, Egypt, Saudi Arabia, and several of the Gulf emirates.
    • Yet uranium is the one fuel for which there is very little domestic supply.
    • Russia is on track to control 58% of global yellowcake production.
  • Total War Over The Petrodollar
    Oct. 29, 2014 6 Comments

    Summary

    • One has better odds of being struck by lightning at an airport then a snow plow, or any other ground support vehicles hitting a plane and killing all inside the
    • Did this direct threat to the petrodollar make this “true friend of Russia”—as Putin called de Margerie—some very powerful and dangerous enemies amongst the power that be, whether in the
    • If Total doesn’t close the $27 billion financing it needs to move forward with the Yamal LNG project then we’ll know someone stepped in to prevent an attack on the
  • Will Russia Lose Its Oily Grip On Europe?
    Sep. 26, 2013 ERUS 8 Comments
  • 5 Lessons I Learned From Lukas Lundin
    Sep. 13, 2013 DJP Comment!
  • The Hidden Bargain: The Other Yellow Metal
    Jun. 4, 2013 URA 7 Comments
  • Putin Is The New Global Shah Of Oil
    Editors' Pick • Oct. 28, 2012 GZPFY, BP, TNKBF 54 Comments
  • Will Iran's Runaway Inflation Spark An Oil Bull Market?
    Oct. 18, 2012 OIL, USO, DBO 7 Comments
  • Casey Panel: The Energy Crisis And How To Play It
    Editors' Pick • Oct. 4, 2012 DBO 8 Comments
  • Why An Islamic Revolution In Saudi Arabia Is A Surefire Way To Send Oil To $300 A Barrel
    Sep. 29, 2012 OIL, USO 30 Comments
  • Which Course Will North American Natural Gas Producers Choose?
    Editors' Pick • Jul. 4, 2012 APA, LNG 9 Comments
  • How You Can Profit From The Market's Next Big Collapse
    May. 16, 2012 GAZ, GAZC Comment!
  • Porter Stansberry On Oil Prices: A Different Perspective
    Editors' Pick • May. 3, 2012 YPF, REPYF, OIL 22 Comments
  • So Long, U.S. Dollar
    Apr. 27, 2012 UDN 3 Comments
  • Don't Believe Every Energy Dividend Story You Hear
    Apr. 16, 2012 2 Comments
  • Why This May Not Be The Best Time To Invest In Pipeline Companies
    Nov. 16, 2011 HEP, KMP, SXL 3 Comments
  • Who's Right About Commodities: Bears or Bulls?
    Oct. 19, 2011 3 Comments
  • Surviving The Death Of Money
    Oct. 16, 2011 XRA, AUY 10 Comments
  • Falling Oil Prices: Worrying Trend Or Saving Grace?
    Sep. 16, 2011 DBO, USO, OIL 1 Comment
  • China Gets Picky With Energy and Metals
    Jul. 18, 2011 ABX, LUNCF, TOT 2 Comments
  • How Shale Gas Might Transform the Energy Markets
    Jun. 28, 2011 UNG, OIL 4 Comments
  • Rising Coal Demand Produces a Hot Investment Opportunity
    Jun. 23, 2011 XSRAF, KOL, PKOL 1 Comment
  • Merkel's About-Face on Nuclear Energy
    Jun. 16, 2011 NLR, PKN, NUCL 15 Comments
  • The Fracking Controversy: Looking for Opportunities
    May. 20, 2011 BX, HAL 6 Comments
  • Oil Sands Companies: A Good Investment Now?
    Mar. 22, 2011 OIL Comment!
  • The Libyan Crisis: Where Are Oil Prices Going?
    Mar. 3, 2011 E, STO, OMVKY 8 Comments
  • Where Are Oil and Gas Prices Heading Next?
    Oct. 3, 2010 OIL, XLE, USO 5 Comments
  • Saskatchewan: A Gold Mine for Uranium
    Aug. 18, 2010 BHP, NLR, NUCL 4 Comments
  • Why China Is Winning Energy Race
    Aug. 6, 2010 10 Comments
  • Is the Future of U.S. Oil Really Secure?
    Jul. 29, 2010 GULF, USO, OIL 5 Comments
  • Has the Gulf Spill Opened Pandora's Box for Obama?
    Jul. 14, 2010 XLE, USO, DBO 12 Comments